Sign a blank sheet of paper with a pen and upload a photo of it
Make sure the signature is visible
Information
Aetram must collect certain details when opening an account, as per the SEBI circular
Mobile Number and Email ID: To verify the communication options via OTP. This information is used for communication and can be updated if needed.
Permanent Account Number (PAN): Required for transactions and online KYC. PAN is used to verify identity and ensure compliance with trading and Demat account regulations.
Address: If registered with KYC Registration Agency (KRA), the address is fetched from KRA. If not, or if updating, clients must use Aadhaar via Digilocker. The Aadhaar number itself is not saved.
Bank Account Details: Includes account number, IFSC, and MICR code. These details are used for secure fund transfers and to link the bank account with Aetram’s system. They are also shared with depositories for accurate crediting of corporate actions.
Background Information: Includes name, date of birth, photo, address, qualifications, occupation, income, marital status, and political exposure. This is for regulatory compliance and risk assessment.
Nominee Details (Optional): If a nominee is added, their name, mobile number, and email are collected for verification and claims.
Income Proof: Needed to assess financial capability for trading in derivatives. This is to prevent excessive risk-taking and ensure transaction legitimacy.
Signature Proof: Physical signatures are used to authenticate and verify the submitted application forms.
In-Person Verification (IPV): A photo, IP address, and location to confirm that the person opening the account is indeed the applicant.
Register
Verify PAN
Personal Info
Bank Info
Scheme Selection
IPV